M&T Bank Corp Acquires 198,396 Shares of eBay Inc. $EBAY

Key Points

• M&T Bank Corp boosted its stake in eBay by 584.6% in Q4, acquiring 198,396 shares to hold 232,333 shares (about 0.05% of eBay) valued at roughly $19.04 million.
• eBay beat Q4 estimates with $1.41 EPS vs. $1.35 expected and $2.97B revenue (up 15% YoY), set Q1 2026 guidance of $1.53–$1.59 EPS, and increased its quarterly dividend to $0.31.
• Insiders sold 120,393 shares (~$11.33M) over the last quarter (insiders now own 0.64%), while institutional investors hold about 87.48% of the stock.

M&T Bank Corp lifted its holdings in eBay Inc. (NASDAQ:EBAY - Free Report) by 584.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 232,333 shares of the e-commerce company's stock after acquiring an additional 198,396 shares during the quarter. M&T Bank Corp owned 0.05% of eBay worth $19,042,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Financial Consulate Inc. bought a new stake in shares of eBay in the 3rd quarter worth approximately $27,000. Steigerwald Gordon & Koch Inc. bought a new stake in shares of eBay in the 3rd quarter valued at about $28,000. JPL Wealth Management LLC bought a new stake in shares of eBay in the 3rd quarter valued at about $28,000. JFS Wealth Advisors LLC lifted its stake in shares of eBay by 57.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the e-commerce company's stock valued at $28,000 after acquiring an additional 116 shares during the last quarter. Finally, Beacon Financial Strategies CORP bought a new stake in shares of eBay in the 4th quarter valued at about $28,000. 87.48% of the stock is currently owned by institutional investors.

Insider Activity at eBay

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company's stock in a transaction on Friday, January 30th. The shares were sold at an average price of $91.99, for a total value of $3,076,237.59. Following the completion of the transaction, the senior vice president directly owned 4,733 shares in the company, valued at approximately $435,388.67. This represents a 87.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Mazen Rawashdeh sold 23,167 shares of the company's stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $93.59, for a total transaction of $2,168,199.53. Following the completion of the transaction, the senior vice president owned 28,915 shares of the company's stock, valued at $2,706,154.85. This trade represents a 44.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 120,393 shares of company stock valued at $11,327,504 over the last quarter. Company insiders own 0.64% of the company's stock.

Analysts Set New Price Targets

EBAY has been the subject of a number of recent research reports. Sanford C. Bernstein reissued an "outperform" rating on shares of eBay in a research note on Thursday, February 19th. Rothschild & Co Redburn upped their price target on shares of eBay from $90.00 to $100.00 and gave the company a "neutral" rating in a report on Tuesday, February 24th. BNP Paribas Exane upped their price target on shares of eBay from $90.00 to $97.00 and gave the company a "neutral" rating in a report on Thursday, February 19th. Morgan Stanley lowered their price target on shares of eBay from $119.00 to $117.00 and set an "overweight" rating for the company in a report on Friday, April 10th. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of eBay in a report on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $98.94.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay launched AI-powered "trend" advertising tools to help sellers spot and capitalize on fast-moving categories — a direct revenue/productivity lever for marketplace ad sales. eBay revamps advertising tools with AI trend campaigns
• Positive Sentiment: Cantor Fitzgerald raised its price target on EBAY to $100, reflecting analyst confidence after strong recent results and shareholder returns. Cantor Fitzgerald Raises eBay NASDAQ: EBAY Price Target to $100.00
• Positive Sentiment: Bank of America published a bullish forecast for meaningful upside in EBAY, adding institutional support to the rally. Bank of America Forecasts Strong Price Appreciation for eBay NASDAQ: EBAY Stock
• Positive Sentiment: Morningstar reiterates a favorable view (narrow moat) and cites the company’s refined strategy and digital investments as profit tailwinds. eBay: Narrow Moat Endures as Refined Strategy and Digital Investments Buoy Profits
• Positive Sentiment: Viral listings (e.g., extremely high-priced collectible snacks) are attracting attention and volume to the marketplace, highlighting strong demand in niche/collectible categories that drive fees. ‘Rare’ Snacks Are Selling For $75,000 On eBay—And Some People Are Buying Them
• Neutral Sentiment: Coverage and valuation checks: several pieces assess whether recent gains leave limited upside (Is it too late?/valuation deep dives) — helpful for investors deciding entry points but not new company fundamentals. Assessing eBay (EBAY) Valuation After A Strong Year Of Shareholder Returns
• Neutral Sentiment: Earnings preview coverage (Zacks/Yahoo) expects revenue/earnings growth but warns the setup may not favor an upside surprise — monitor next report vs. guidance. eBay (EBAY) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Product expansion/consumer features (a free streaming TV offering reported by the press) could broaden engagement but is early-stage and not yet a material revenue driver. eBay is dishing out a new Sky rival that lets you stream TV for free
• Negative Sentiment: UK regulators will scrutinize eBay’s acquisition of Depop, raising the risk of remedies, delays or conditions that could complicate integration and expected resale market gains. eBay's deal for Depop will be scrutinized by UK regulators
• Negative Sentiment: Operational cuts: eBay closed its San Francisco office and previously eliminated ~800 roles as it refocuses on fashion/resale — cost-saving but may signal restructuring risks and near-term disruption. EBay closes San Francisco office
• Negative Sentiment: Some analysts/commentary moved from "buy" to "hold" as valuation rose, highlighting downside risk if growth disappoints after the strong run. eBay: Rising Valuation And Soaring Share Price Pushes Me From Buy To Hold

eBay Trading Down 2.1%

EBAY opened at $103.40 on Friday. The business has a 50 day simple moving average of $92.33 and a two-hundred day simple moving average of $89.38. The firm has a market capitalization of $46.32 billion, a price-to-earnings ratio of 23.77, a PEG ratio of 2.21 and a beta of 1.34. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.10 and a quick ratio of 1.10. eBay Inc. has a one year low of $65.00 and a one year high of $107.34.

eBay (NASDAQ:EBAY - Get Free Report) last released its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating analysts' consensus estimates of $1.35 by $0.06. eBay had a return on equity of 43.04% and a net margin of 18.30%.The business had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. During the same quarter in the prior year, the company posted $1.25 EPS. eBay's quarterly revenue was up 15.0% compared to the same quarter last year. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts predict that eBay Inc. will post 4.83 EPS for the current year.

eBay Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Friday, March 6th were issued a $0.31 dividend. This is a boost from eBay's previous quarterly dividend of $0.29. The ex-dividend date was Friday, March 6th. This represents a $1.24 annualized dividend and a yield of 1.2%. eBay's dividend payout ratio (DPR) is currently 28.51%.

eBay Profile

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price "Buy It Now" transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company's core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.

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